How to Create Invoices from Airtable to FreshBooks Using Pabbly Connect

Learn how to automate invoice creation from Airtable to FreshBooks using Pabbly Connect with this step-by-step guide. Streamline your workflow today! Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Airtable to FreshBooks Integration

To start the integration process, access Pabbly Connect by visiting the official website. Here, you have the option to either sign in to your existing account or create a new account for free.

Once signed in, navigate to the dashboard where you will create a new workflow. This workflow will facilitate the connection between Airtable and FreshBooks via Pabbly Connect. Click on the ‘Create Workflow’ button to begin setting up your integration.

2. Setting Up Trigger in Pabbly Connect

In this step, you will set up a trigger in Pabbly Connect to capture new records from Airtable. Select Airtable as your trigger application and choose the event ‘New Record’ to initiate the process whenever a new entry is made in Airtable.

• Log into your Airtable account and retrieve your API key from the account section.
• Paste the API key into the designated field in Pabbly Connect.
• Select the base and table from Airtable that contains the data you want to use.

After configuring these settings, ensure to save your workflow. This will allow Pabbly Connect to monitor your Airtable for new records effectively.

3. Creating a Client in FreshBooks

Once the trigger is set up, the next step is to create a client in FreshBooks. In this section, you will connect FreshBooks to Pabbly Connect to add new clients automatically based on the data from Airtable.

To do this, choose FreshBooks as the action application and select ‘Create Client’ as the action event. You will need to authorize Pabbly Connect to access your FreshBooks account by logging in and granting permission.

• Map the email, first name, last name, and phone number fields from Airtable to the corresponding fields in FreshBooks.
• Ensure that all necessary fields are filled out correctly to create a new client.

After mapping the fields, send a test request to verify that a new client has been successfully created in FreshBooks. This confirms that Pabbly Connect is functioning as intended.

4. Creating an Invoice in FreshBooks from Airtable Data

Now that the client has been created, you will proceed to create an invoice using the same data from Airtable. In this step, select FreshBooks again as the action application and choose ‘Create Invoice’ as the action event.

Map the necessary fields such as client ID, product, quantity, and price from Airtable to FreshBooks. Ensure that the date is in the correct format (year-month-day) as required by FreshBooks.

Select the client ID from the previous step to associate the invoice with the correct client. Input the product details, including quantity and price, to complete the invoice creation.

After completing the mapping, send a test request to create the invoice. This step will confirm that Pabbly Connect has successfully integrated Airtable and FreshBooks, allowing for seamless invoice generation.

5. Conclusion

In this tutorial, you learned how to automate the process of creating invoices in FreshBooks using data from Airtable through Pabbly Connect. By following these steps, you can streamline your workflow and save time on manual data entry. Start using this integration today to enhance your business efficiency!